Core Viewpoint - The planting industry sector experienced a 0.9% increase on February 3, with Hainan Rubber leading the gains, while the overall market indices also showed positive performance [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4067.74, up 1.29% [1]. - The Shenzhen Component Index closed at 14127.1, up 2.19% [1]. Group 2: Individual Stock Performance - Hainan Rubber (601118) closed at 7.00, up 4.17%, with a trading volume of 1.1511 million shares and a turnover of 800.2 million yuan [1]. - Shennong Seed Industry (300189) closed at 8.13, up 2.91%, with a trading volume of 2.6958 million shares and a turnover of 2.158 billion yuan [1]. - Noposion (002215) closed at 11.11, up 2.30%, with a trading volume of 145,700 shares and a turnover of 160 million yuan [1]. - Hualu Biological (300970) closed at 21.99, up 1.52%, with a trading volume of 151,500 shares and a turnover of 113 million yuan [1]. - Honghui Zhaoshu (603336) closed at 9.24, up 1.32%, with a trading volume of 77,900 shares and a turnover of 71.5785 million yuan [1]. Group 3: Fund Flow Analysis - The planting industry sector saw a net outflow of 236 million yuan from main funds, while retail investors contributed a net inflow of 236 million yuan [2]. - The main funds showed a net inflow in stocks like Jinhai Seed Industry (002041) with 25.402 million yuan, while others like Hualu Biological (300970) experienced a net outflow of 6.1731 million yuan [3].

证券代码：601118 证券简称：海南橡胶 公告编号：2026-004 海南天然橡胶产业集团股份有限公司 关于为控股子公司提供担保的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ●被担保人名称：Halcyon Agri Corporation Limited（以下简称"合盛农业"） 为海南天然橡胶产业集团股份有限公司（以下简称"海南橡胶"或者"公司"） 的控股子公司。 ●本次担保金额及已实际为其提供的担保余额：公司为合盛农业提供不超过 人民币 13,620.60 万元的连带责任保证担保；截至本公告披露日，公司已实际为 合盛农业提供的担保余额为人民币 183,870.29 万元（含本次担保，美元汇率按 照 6.9929 计算）。 ●逾期对外担保：无。 ●特别风险提示：合盛农业最近一期的资产负债率超过 70%，敬请投资者注 意相关风险。 一、担保情况概述 （一）担保的基本情况 合盛农业与江苏银行股份有限公司上海分行（以下简称"江苏银行上海分 行"）于 2025 年 6 月签署流动资金借款合同，借款金额为 ...

2月2日，海南橡胶跌7.9%，截至发稿，报6.76元/股，成交6238.25万元，换手率0.22%，总市值289.29亿 元。 截至发稿，罗文杰累计任职时间12年290天，现任基金资产总规模1713.58亿元，任职期间最佳基金回报 187.93%， 任职期间最差基金回报-47.6%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 数据显示，南方基金旗下1只基金位居海南橡胶十大流通股东。南方中证500ETF（510500）三季度减持 54.29万股，持有股数2481.62万股，占流通股的比例为0.58%。根据测算，今日浮亏损失约1439.34万 元。 南方中证500ETF（510500）成立日期2013年2月6日，最新规模1446.9亿。今年以来收益12.18%，同类 排名618/5579；近一年收益52.38%，同类排名1146/4285；成立以来收益182.31%。 南方中证500ETF（510500）基金经 ...

2025年，受全球经济增长放缓、美国对全球加征对等关税等影响，天然橡胶价格较年初出现较大下跌、 市场行情出现大幅波动，公司产品销量不及预期、销售毛利下降，主营业务出现亏损。此外，公司根据 商誉减值测试的初步结果，对部分前期收购企业形成的商誉计提了减值准备。 格隆汇1月29日丨海南橡胶(601118.SH)公布，经财务部门初步测算，预计2025年年度实现归属于母公司 所有者的净利润-11,000万元到-7,400万元。预计2025年年度实现归属于母公司所有者的扣除非经常性损 益后的净利润-113,300万元至-75,600万元。 ...

证券代码：601118 证券简称：海南橡胶 公告编号：2026-003 海南天然橡胶产业集团股份有限公司 2025 年年度业绩预告 2025 年 1 月 1 日至 2025 年 12 月 31 日。 （二）业绩预告情况 1.经财务部门初步测算，预计 2025 年年度实现归属于母公司所有者的净利润 -11,000 万元到-7,400 万元。 2.预计 2025 年年度实现归属于母公司所有者的扣除非经常性损益后的净利 润-113,300 万元至-75,600 万元。 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 1.预计 2025 年年度实现归属于母公司所有者的净利润-11,000 万元到-7,400 万元。 2.预计 2025 年年度实现归属于母公司所有者的扣除非经常性损益后的净利 润-113,300 万元至-75,600 万元。 一、本期业绩预告情况 （一）业绩预告期间 （三）本次预告的业绩未经注册会计师审计。 二、上年同期经营业绩和财务状况 （一）归属于母公司所有者的净利润：10,338.90 万元。归属于 ...

海南橡胶公告，预计2025年年度实现归属于母公司所有者的净利润-1.1亿元到-7400万元。预计2025年年 度实现归属于母公司所有者的扣除非经常性损益后的净利润-11.33亿元至-7.56亿元。2025年，受全球经 济增长放缓、美国对全球加征对等关税等影响，天然橡胶价格较年初出现较大下跌、市场行情出现大幅 波动，公司产品销量不及预期、销售毛利下降，主营业务出现亏损。此外，公司根据商誉减值测试的初 步结果，对部分前期收购企业形成的商誉计提了减值准备。 ...

2025年，受全球经济增长放缓、美国对全球加征对等关税等影响，天然橡胶价格较年初出现较大下跌、 市场行情出现大幅波动，公司产品销量不及预期、销售毛利下降，主营业务出现亏损。此外，公司根据 商誉减值测试的初步结果，对部分前期收购企业形成的商誉计提了减值准备。 格隆汇1月29日丨海南橡胶(601118.SH)公布，经财务部门初步测算，预计2025年年度实现归属于母公司 所有者的净利润-11,000万元到-7,400万元。预计2025年年度实现归属于母公司所有者的扣除非经常性损 益后的净利润-113,300万元至-75,600万元。 ...

Core Viewpoint - The planting industry sector experienced a rise of 2.94% on January 29, with Hainan Rubber leading the gains, while the Shanghai Composite Index closed at 4157.98, up 0.16%, and the Shenzhen Component Index closed at 14300.08, down 0.3% [1]. Group 1: Stock Performance - Hainan Rubber (601118) closed at 7.84, up 9.96%, with a trading volume of 2.3481 million shares and a transaction value of 1.772 billion [1]. - Shennong Seed Industry (300189) closed at 7.67, up 8.33%, with a trading volume of 3.3919 million shares and a transaction value of 2.561 billion [1]. - Qiule Seed Industry (920087) closed at 19.08, up 7.31%, with a trading volume of 189,600 shares and a transaction value of 354 million [1]. - Other notable stocks include Nongfa Seed Industry (600313) at 8.03, up 6.36%, and Kangnong Seed Industry (920403) at 27.14, up 3.39% [1]. Group 2: Capital Flow - The planting industry sector saw a net outflow of 229 million from institutional investors, while retail investors contributed a net inflow of 97.6117 million [2]. - Major stocks like Hainan Rubber had a net inflow of 1.62 billion from institutional investors, but a net outflow of 214.089 million from speculative funds [3]. - Shennong Seed Industry experienced a net inflow of 14.4615 million from institutional investors, while facing a net outflow of 1.80467 million from speculative funds [3].

Group 1 - The core viewpoint of the report indicates that the global major production areas of natural rubber will enter a cessation of tapping in Q1, while the domestic tire industry is entering a critical operational season post-Spring Festival, suggesting that short-term price trends will be dominated by industrial attributes and heavily influenced by macroeconomic factors [1] - The report emphasizes the importance of monitoring downstream operational performance after the Spring Festival and the catalytic effect of the petrochemical chain's prosperity [1] - Long-term, natural rubber prices have confirmed a long-term turning point since the new tapping season began in May 2023, with the downstream sector poised for a new cycle driven by the impending AI technology revolution [1] Group 2 - The report forecasts that by 2026, short-term synthetic rubber price increases will elevate valuations, while long-term capacity bottlenecks will become apparent, leading to a scenario where prices are likely to rise but difficult to fall [1] - The company recommends Hainan Rubber (601118.SH) as a core investment opportunity [1]

Group 1 - The core viewpoint is that the global natural rubber market is entering a critical phase with the onset of the production halt in major regions, while the domestic tire industry is gearing up for a key operational season post-Spring Festival, leading to a short-term price influence driven by industrial attributes and macroeconomic factors [1][2] - In the short term, the natural rubber market is expected to be influenced by industrial attributes due to the seasonal production halt in Q1, with a significant focus on downstream operational performance and the petrochemical chain's economic conditions after the Spring Festival [2] - Long-term trends indicate that natural rubber prices have confirmed a long-term turning point since the new production season began in May 2023, with the market poised for a new cycle driven by the impending AI technology revolution [2][3] Group 2 - The 2026 market outlook suggests that short-term price increases in synthetic rubber will elevate valuations, while long-term supply bottlenecks are expected to emerge, making prices more likely to rise than fall [3] - The petrochemical chain's price increases are anticipated to catalyze valuation improvements, with tight supply conditions expected to support synthetic rubber prices, thereby boosting natural rubber demand [3] - The long-term supply constraints are becoming evident, with expectations that global natural rubber supply will enter a reduction cycle over the next decade due to production limitations [3]